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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,877 | $99,995-94.1% | $85,063-93.1% | $145,978-96.0% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 40.80% | 83.99%-43.2pp | 66.54%-25.7pp | 550.52%-509.7pp |
| Employer contribution / active EE | $2,793 | $3,231-13.6% | $2,727+2.4% | $4,662-40.1% |
| Participant deferral / active EE | $6,363 | $5,295+20.2% | $4,523+40.7% | $6,690-4.9% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |